M&A Deal Summary |
|
|---|---|
| Date | 2021-07-21 |
| Target | Wren Sterling |
| Sector | Financial Services |
| Buyer(s) | Lightyear Capital |
| Sellers(s) | Palatine Private Equity |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.1B USD |
| Size | Large |
| Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 40 of 46 |
| Sector: Financial Services M&A | 17 of 18 |
| Type: Secondary Buyout M&A Deals | 14 of 16 |
| Country: United Kingdom M&A | 2 of 2 |
| Year: 2021 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-29 |
Datalot
Brooklyn, New York, United States Datalot is a provider of mobile and web marketing technology solutions for the insurance industry, Datalot connects consumers with insurance carriers and agents. The company has built a marketplace for insurance shoppers by leveraging its technology platform and integrated contact center operations to qualify and efficiently route consumer inquiries for, primarily, auto, home, health, and life insurance products. Datalot was founded in 2009 and is based in Brooklyn, New York. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-17 |
Schellman
Tampa, Florida, United States Schellman provides a comprehensive suite of information technology and cybersecurity audits and assessments, including SOC examinations, ISO certifications, FedRAMP assessments, PCI assessments, HITRUST assessments, cloud security assessments, penetration testing, and other compliance services. Schellman was founded in 2002 and is based in Tampa, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 570M GBP |
| Size | Middle-Market |
| Type | Sector Agnostic |
Palatine Private Equity is a UK based private equity firm focused on investing in businesses valued up to £50 million. The Firm generally looks to fund profitable, cash-generative companies with strong management teams and established market positions, however, Palatine will also consider turnaround situations. Target sectors include retail/leisure, business outsourcing, financial services, healthcare, and niche manufacturing. Prospective transaction types include management buyouts/buy-ins, consolidations, growth capital financings, and restructurings. Palatine was originally formed as Zeus Private Equity in 2005. The Firm has offices in Bristol, Manchester, and London.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 26 |
| Sector: Financial Services M&A | 2 of 3 |
| Type: Secondary Buyout M&A Deals | 8 of 15 |
| Country: United Kingdom M&A | 16 of 26 |
| Year: 2021 M&A | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-21 |
Routes Healthcare
Macclesfield, United Kingdom Routes Healthcare is a provider of specialist person-centered health and home care services. The business operates from 14 service centers, along with 1,000 carers. Routes Healthcare was founded in 2004 and is based in Macclesfield, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-01 |
Verdant Leisure
Lancaster, United Kingdom Verdant Leisure owns and operates two-holiday parks offering self-catering holidays and holiday home ownership. Verdant Leisure was founded in 2010 and is based in Lancaster, United Kingdom. |
Sell | - |
